Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,708 | $80,763-89.2% | $102,412-91.5% | $74,459-88.3% |
| Participation rate | 85.3% | 65.7%+19.7pp | 74.5%+10.8pp | 67.2%+18.1pp |
| Annual return | 19.68% | 27.57%-7.9pp | 24.94%-5.3pp | 1369.70%-1350.0pp |
| Employer contribution / active EE | $1,534 | $3,160-51.5% | $3,870-60.4% | $2,626-41.6% |
| Participant deferral / active EE | $1,073 | $3,862-72.2% | $5,060-78.8% | $4,350-75.3% |
| Admin fee / account holder | $8 | $2,371-99.6% | $8,388-99.9% | $1,945-99.6% |